"We bought a house in Spain today. Without Ben’s help and advice we wouldn’t have had the confidence to go ahead. Ben’s expertise and financial advice has changed our lives, for the better."
Ben Slater is a new advisor to us. He quickly understood our financial situation and, as importantly, our attitudes toward money management and risk.
He offers an excellent, personalised service and, during our face-to-face review meeting, explained our options clearly in his patient and personable way, paying close attention to our particular life needs and wishes.
He has already installed in us confidence in his knowledge and expertise. We feel content and assured that he has our best interests at heart. Ben delivers leading-edge advice which allows us, in turn, to make informed choices.
If you are wanting a personal approach to wealth management then look no further than Stephen Eve Financial Planning.
The service we have received from Ben Slater has been excellent - he takes the time to explain the current financial situation, look at where we are heading, and reassure us that the steps taken thus far are keeping us on track.
He is very knowledgeable but ensures he explains things clearly and checks out that we are fully understanding his advice. I also love the web-based portal for sharing documents and messages.
Ben has been our adviser for many years now and we can’t recommend him highly enough. He has helped us retire successfully with a personable, friendly, and top-class service.
"Ben Slater has been our financial adviser for some years so we are pleased to entrust our investment portfolio to Stephen Eve Financial Planning under his continued stewardship. We value having an adviser who is approachable and responsive at all times. It is reassuring to be regarded as clients whose requirements matter and to have all investment options and their implications clearly spelled out. We appreciate too the annual reviews, conducted face-to-face, with comprehensive performance analysis tailored to our needs. We look forward to the continuance of the friendly and constructive relationship we have always enjoyed, and to the assured and positive guidance we have now come to expect as the norm."
"We are in our seventies and well into retirement, so sound financial advice and long term reassurance are critical for us. Ben has been working in partnership with us and other family members for around 5 years now and during this time has given us sound advice and successfully guided us through some big financial decisions. We have confidently recommended Ben to other family members and friends, who have been equally satisfied. In addition to Ben’s sound advice we like the fact that he actually listens to us and hears what we say - a rare quality! Ben and Danielle provide us with the essential personal touch and, importantly, the prospect of continuity over the years to come."
"We approached Ben to understand our retirement options. We were not confident of what was achievable in terms of a retirement income, and we didn’t know how best to manage various pension plans.
Ben was able to take all the worry away from us, allowing us to retire early, spend more than we thought we could and provide peace of mind.
We can’t recommend him enough, and we now have one less thing to worry about!"
"Ben has been a huge help for me over the past few months. He has re-arranged my financial affairs making it simple, easy to understand and more tax-efficient.
I’m much more comfortable with my affairs now and have clarity over how much I can spend, and how much I could leave to my beneficiaries."
